-9.1%
GIS vs OVV
+28.2%
-37.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -2.7% |
| 7D | -7.8% | +0.3% | -8.1% | -7.8% |
| 30D | +6.6% | +11.7% | -5.2% | +8.3% |
| 3M | +21.0% | +9.8% | +11.2% | +22.5% |
| 6M | -9.1% | +26.6% | -35.6% | -3.4% |
| All | -9.1% | +28.2% | -37.2% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling